BakerAvenue Wealth Management is an independent, fee-only advisory firm founded in 2004 and headquartered in San Francisco, with additional offices across the U.S. The firm specializes in guiding high-net-worth individuals, families, trusts, foundations, and endowments through personal and professional transitions. BakerAvenue offers a comprehensive suite of services, including investment management, tax and estate planning, risk management, and philanthropic strategies, all tailored to align with clients’ values and life goals. Their proprietary “Mosaic” process ensures personalized financial planning, while their investment philosophy integrates technical, macroeconomic, and fundamental analyses to optimize long-term growth and downside protection. As a Certified B Corporation and signatory of the Principles for Responsible Investment (PRI), BakerAvenue is committed to responsible investing and fostering positive societal impact. citeturn0search1turn0search4turn0search14turn0search10